From the trade war with China to the waning effects of the Trump tax cut to a soaring national debt and more, the author of today’s article warns that “a combination of factors is causing headwinds that the US economy may not be able to overcome” – and that the “economic ax” is likely to fall next year. How might the recession of 2020 come about, how can you prepare your portfolio for it, and what may be “the best strategy for getting ready for the 2020 recession”? CLICK HERE.
After a strong first half of 2019, the author of today’s article suggests that investors consider a particular strategy tweak for the second half of the year, a tweak that can be summarized in just four words: “Buy gold, sell bonds.” For the rationale behind this tweak – i.e. why gold is attractive again and why “A perfect way to fund a gold investment might be selling down your bond exposure” – CLICK HERE.
When it comes to periods of high market volatility, as has been the case in recent weeks, the author of today’s article advises that “There’s a surprisingly easy and profitable trading strategy to use”. And interestingly, the strategy in question goes against what those playing the markets have long been taught about the relationship between volatility and returns. For more on this strategy – and why “panicking in the wake of market volatility spikes may not be a bad idea” – CLICK HERE.
While investors have been betting against gold, one expert cautions that “time may be running out for the shorts” – and he sees gold prices passing $10,000 an ounce when the current credit bubble pops. What event does he believe will cause the current credit bubble to pop, what will it mean for gold prices – and what does “an interesting idiosyncrasy in the way the Fed values the gold on its balance sheet” have to do with it? CLICK HERE.
Indicators can be useful tools for traders in their quest to outperform the market. The problem with the more popular indicators, however, is just that: they’re popular – and the fact that they are well-known lessens any edge they might offer. Which is why the oft-overlooked indicator highlighted in today’s article might be worth a look. For more on this “best indicator you might not know about” – what it is, how to interpret it, and considerations when trading with it – CLICK HERE.
In constructing his annual Perfect 10 Portfolio, the author of today’s article looks for inexpensive stocks – specifically, stocks that are selling for just 10 times company earnings. His Perfect 10 Portfolio from a year ago achieved a return of 43%, handily beating the S&P 500, and his first fifteen Perfect 10 Portfolios have achieved an average one-year total return of 20.9% (versus 9.5% for the S&P 500). For the ten stocks that make up his Perfect 10 Portfolio for the coming year, CLICK HERE.
While large-cap stocks may be more exposed to the effects of trade tensions than their small-cap counterparts, the author of today’s article notes there are signs that “investors are prepared to put trade war concerns aside temporarily and wade back into large-cap companies that are executing well.” In that regard, a Goldman Sachs strategist has compiled a list of large-cap companies that offer the most upside potential (up to 63%) – many of which are poised to benefit from lower tax rates. For more, CLICK HERE.
The popularity of exchange-traded funds has grown exponentially over the last several years – and while the author of today’s article acknowledges the many benefits that ETFs offer investors, she emphasizes that “investors have to understand that ETFs trade differently and that ETF execution is an imperative part of investing that should not be minimized.” As such, she proceeds to outline some do’s and don’ts when it comes to trading ETFs – including one “do” that she emphasizes “cannot be said enough”. For more, CLICK HERE.
The Jackson Square SMID-Cap Growth Fund has consistently beaten its peers – and today’s article outlines the fund’s selection process (“The co-managers don’t buy the idea that companies have to choose between investing in fast growth or returning money to shareholders. Instead, they seek out those whose business models allow them to do it all….”) and highlights some of its top holdings right now – a mix of disruptors and more-established companies. For more, CLICK HERE.
Commodities have been in an extended bear market for quite some time. Looking ahead, however, one commodities watcher is very bullish on uranium (which he singles out as possibly being his favorite commodity right now), and expects very big returns from the metal, which is currently as cheap as it was in 1998. For more – including one uranium development company that he likes in particular – CLICK HERE.